I'm totally perplexed as to how Accpac accounts for deposits.

At year-end, we received payments in December for December sales. However, we weren't able to deposit those payments in our bank until January. Standard scenario, right?

I entered those payments with a December receipt date (to credit the vendors in December) and made sure the deposit date was listed as January (to make sure the cash didn't hit the TB until January), assuming Accpac would understand it was a DIT and accrue an A/R.

The bank reconciliation module understood - the DITs are listed in December and the bank balance excludes them.

However, the TB is showing those January deposits in the December cash balance. So, now my December bank rec and December TB balances don't agree.

Did I go about this the wrong way? This seems so stupid that I feel like I'm probably missing something, but I just can't figure out what I should have done to have both the TB and the bank rec excluding the cash but recognizing the revenue.

HELP!

Just as an FYI, these were miscellaneous receipts, in case that makes a difference.

Comments

  • the date on the individual transactions is where it posted in the GL, so you should have changed the posting date to January.